-90.5%
SNAP vs LULU
-76.8%
-13.7%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.1% |
| 7D | +6.0% | -4.6% | +10.7% | +8.9% |
| 30D | -13.8% | +12.3% | -26.1% | -20.0% |
| 3M | -0.8% | -11.6% | +10.9% | +4.4% |
| 6M | -6.2% | -12.8% | +6.6% | -1.4% |
| YTD | -34.8% | -49.2% | +14.3% | -5.0% |
| 1Y | -38.7% | -37.7% | -1.0% | -22.1% |
| 3Y | -53.5% | -74.7% | +21.2% | -4.0% |
| All | -90.5% | -76.8% | -13.7% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LULU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling